The STRATEGIC BLUEPRINT is a privately held investment adviser that advises $2.92Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STRATEGIC BLUEPRINT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 99.19% over the last 5-years.
The Group has been registered with the SEC for 23.05 years and is comprised of 2 filing and 0 relying advisers. They operate out of 32 office locations with their Headquarters at 2200 CENTURY PARKWAY SUITE 500, ATLANTA, GEORGIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 112 employees comprised of 92 investment and 20 non-investment staff. The total number of Employees decreased by 23.81% over the last 5-years.
Their $2.92Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 174 other accounts. Assets of High Net Worth Individuals clients own $1.89Bn or 64.71% of Total Assets and Individuals own $980.02mn or 33.59% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
STRATEGIC BLUEPRINT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.